Ryan P Molta

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 05/2023 → 08/2023
  Cape Cod Five Cents Savings Bank
  Hyannis, MA
• 05/2024 → 08/2025
  Cape Cod Five Cents Savings Bank
  Hyannis, MA
• 06/2018 → 09/2025
  Berkshire Hathaway Homeservices Realty Professionals
  Longmeadow, MA
• 05/2022 → 08/2022
  Whalley Computer Associates
  Southwick, MA
• 05/2021 → 08/2021
  Old Farm Golf Club Llc
  Southwick, MA
• 06/2020 → 08/2020
  Old Farm Golf Club Llc
  Southwick, MA
• 05/2022 → 08/2022
  Old Farm Golf Club Llc
  Southwick, MA
• 05/2019 → 11/2019
  Old Farm Golf Club Llc
  Southwick, MA
• 05/2018 → 08/2018
  Bumpy's Natural & Organic Foods
  Agawam, MA
• 03/2016 → 05/2018
  Unemployed
  Southwick, MA
• 09/2016 → 05/2020
  Southwick High School
  Southwick, MA
• 09/2020 → 05/2024
  Syracuse University
  Syracuse, MA
• 09/2024 → 09/2025
  University Of Massachusetts Amherst
  Amherst, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-16

Other Names

• Ryan Patrick Molta